Plan Ledger DOL Form 5500 · updated monthly

Hillandale Gettysburg, LP401(k)

HILLANDALE GETTYSBURG LP EMPLOYEE SAVINGS & RETIREMENT PL · GETTYSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.68%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Hillandale Gettysburg, LP reported $221,468 in plan administrative expenses for 2024: 0.68% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,256 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.35% to 0.68%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,070th-largest of 3,651 plans among Pennsylvania employers on file, and the 142nd of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.96 for every $1.00 the employer contributed; active participation has shrunk from 1,027 to 892 since 2022.

Plan summary
Net assets, end of year$34,561,092
Participants with balances500
Active participants892
Employer contributions$1,120,250
Employee contributions$2,195,122
Employer contribution per active participant$1,256
Average account balance$69,122
Benefits paid to participants$3,457,480
Plan auditUnmodified (clean) audit opinion
AuditorLOUIS PLUNG & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$34.6M · 500 accts · $1.1M emplr
2023$31.0M · 578 accts · $1.1M emplr
2022$29.2M · 571 accts · $815K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$214,944
Investment management$6,524
Total administrative$221,468
The Hillandale Gettysburg, LP 401(k) match · 2024
Employer contribution per active participant$1,256
Median for plans this size$2,416
2024$1,256 per active participant
2023$1,215 per active participant
2022$794 per active participant

Hillandale Gettysburg, LP's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$214,944
MESIROW FINANCIAL, INC. · Investment advisory (plan)$6,524
OSAIC WEALTH INC · Insurance broker · Insurance servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$221,468 · 0.68%
2023$106,079 · 0.35%
2022Not separately reported
Same employer
Similar plansAgriculture, Forestry & Fishing · Pennsylvania
Schwartz Farms, Inc. MN$35.2M · 0.22%
Ben Hill Griffin, Inc. FL$34.3M · 0.30%
Arctic Storm, Inc. WA$33.4M · 0.16%
Barron Collier Partnership FL$33.3M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232975280 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.